Earnings summaries and quarterly performance for Lucid Group.
Executive leadership at Lucid Group.
Board of directors at Lucid Group.
Research analysts who have asked questions during Lucid Group earnings calls.
AS
Andres Sheppard-Slinger
Cantor Fitzgerald
4 questions for LCID
Also covers: ACHR, AUR, EVEX +10 more
Stephen Gengaro
Stifel Financial Corp.
4 questions for LCID
Also covers: ACDC, AESI, AMRC +24 more
TB
Tobias Beith
Redburn Atlantic
3 questions for LCID
Also covers: PSNY
John Murphy
Bank of America
2 questions for LCID
Also covers: ABG, ADNT, AN +16 more
AJ
Adam Jonas
Morgan Stanley
1 question for LCID
Also covers: APTV, CAR, CVNA +7 more
Christopher Pierce
Needham & Company
1 question for LCID
Also covers: ACHR, ACVA, AUR +12 more
Davis Sunderland
Baird
1 question for LCID
Also covers: BE, CWT, DAR +3 more
GN
Gautam Narayan
RBC Capital Markets
1 question for LCID
Also covers: APTV, AXL, CPTN +5 more
Jake Scholl
BNP Paribas
1 question for LCID
Also covers: AXL, GNTX, GT +2 more
James Picariello
BNP Paribas
1 question for LCID
Also covers: ADNT, APTV, AXL +11 more
SF
Steven Fox
Fox Research
1 question for LCID
Also covers: AMKR, APH, BDC +23 more
Recent press releases and 8-K filings for LCID.
Lucid, Uber, and Nuro Unveil Robotaxi at CES
LCID
Product Launch
New Projects/Investments
Demand Weakening
- Lucid Group, in collaboration with Uber and Nuro, unveiled a production-intent robotaxi based on the Lucid Gravity SUV at CES, with a commercial launch anticipated later this year in the Bay Area.
- Uber announced a $300 million investment in Lucid and plans to purchase 20,000 Lucid EVs as part of this partnership.
- This program is a strategic initiative for Lucid to diversify beyond consumer EVs, addressing slowing U.S. demand and significant cash burn.
1 day ago
Lucid Group, Nuro, and Uber Unveil Global Robotaxi and Announce Testing
LCID
Product Launch
New Projects/Investments
Guidance Update
- Lucid Group, in collaboration with Nuro and Uber, unveiled its production-intent global robotaxi at CES 2026.
- Autonomous on-road testing, led by Nuro, began in December, marking a significant milestone towards service validation.
- The robotaxi service is projected to launch in the San Francisco Bay Area later in 2026, with production slated to commence at Lucid's Arizona factory later this year.
1 day ago
Lucid Group Reports Record 2025 Production and Deliveries
LCID
Guidance Update
Product Launch
New Projects/Investments
- Lucid Group reported record 2025 production of 18,378 vehicles and full-year deliveries of 15,841, successfully meeting its revised annual guidance of approximately 18,000 units.
- Q4 2025 saw strong performance with an output of 8,412 vehicles and deliveries of 5,345 vehicles, contributing to substantial year-over-year gains.
- These results were achieved despite a weakened U.S. EV market and acknowledged early production and quality challenges with its Gravity SUV, including software and supply-chain issues.
- Upcoming milestones include European Gravity deliveries, the launch of a midsize ~$50,000 vehicle, and the completion of the Saudi AMP-2 facility.
1 day ago
Lucid Announces Q4 and Full Year 2025 Production and Deliveries
LCID
Earnings
- Lucid Group, Inc. announced its production and delivery totals for the fourth quarter and full year ended December 31, 2025.
- In Q4 2025, the company produced 8,412 vehicles, representing a 116% increase compared to Q3 2025, and delivered 5,345 vehicles, up 31% from Q3 2025.
- For the full year 2025, Lucid produced 18,378 vehicles, an increase of 104% compared to full year 2024, and delivered 15,841 vehicles, up 55% from full year 2024.
- Lucid will host a conference call to discuss its fourth quarter 2025 financial results on Tuesday, February 24, 2026.
1 day ago
Lucid Announces Q4 and Full Year 2025 Production and Delivery Totals
LCID
Guidance Update
Earnings
- Lucid Group produced 18,378 vehicles in full year 2025, representing a 104% increase compared to full year 2024, and delivered 15,841 vehicles, up 55% from full year 2024.
- For Q4 2025, Lucid produced 8,412 vehicles, an increase of 116% compared to Q3 2025, and delivered 5,345 vehicles, up 31% compared to Q3 2025.
- The company is scheduled to host a conference call to discuss its fourth quarter 2025 financial results on Tuesday, February 24, 2026.
1 day ago
Lucid Outlines Product Expansion and Strategic Partnerships
LCID
Product Launch
New Projects/Investments
Guidance Update
- Lucid is developing a next-generation midsize platform for three vehicles, targeting a ~$50,000 price point to attract larger markets and volumes, while maintaining its premium/luxury focus.
- Despite supply chain challenges in 2025, Lucid remains on track to meet its production guidance of 18,000 to 20,000 vehicles, currently producing 1,000 vehicles per week.
- The company reported $5.5 billion in liquidity at the end of Q3 (pro forma), securing funding "well into 2027," and has access to an additional $2 billion deferred draw term loan from PIF.
- Lucid is advancing its autonomous driving strategy through partnerships, including a deal with Uber to deploy 20,000 Lucid Gravity robotaxis over six years starting in 2026, and a collaboration with NVIDIA for L4 autonomous driving technology.
Dec 10, 2025, 11:30 AM
Lucid provides business and strategic updates at Nasdaq conference
LCID
New Projects/Investments
Guidance Update
- Lucid is developing a next-generation midsize platform for vehicles priced around $50,000, targeting larger market segments and volumes with three vehicles based on this common platform.
- Despite facing significant challenges in 2025, including tariffs, supply chain disruptions, and a fire at an aluminum provider, Lucid remains on track to meet its production guidance of 18,000 to 20,000 vehicles, expecting to be at the lower end of this range. The company is currently producing 1,000 vehicles per week.
- The company has entered new addressable markets through strategic partnerships, including a cooperation with Uber for robotaxi services (planning to deploy 20,000 Lucid Gravity vehicles over six years starting next year) and a collaboration with NVIDIA to co-develop next-gen L4 autonomous driving technology.
- Lucid reported $5.5 billion in proforma liquidity as of Q3, securing funding well into 2027, with continued strong support from the PIF, which doubled its deferred draw term loan to $2 billion.
Dec 10, 2025, 11:30 AM
Lucid Outlines Midsize Platform, Autonomy Partnerships, and Financial Position
LCID
Product Launch
New Projects/Investments
Guidance Update
- Lucid is developing a next-generation midsize platform targeting a price point around $50,000, which will include three vehicles and aims for larger market volumes, while maintaining its premium/luxury focus. The Lucid Gravity SUV, a seven-seater, is also ramping up and will come to Europe by the end of 2025 and beginning of 2026.
- The company is on track to meet its 2025 production guidance of 18,000-20,000 vehicles, aiming for the lower end, and is currently producing 1,000 vehicles per week despite facing supply chain challenges.
- Lucid has secured its funding well into 2027 with $5.5 billion in Q3 proforma liquidity, supported by a $2 billion deferred draw term loan from PIF and a recent ~$1 billion convertible bond refinancing.
- Strategic partnerships include a cooperation with Uber for a robotaxi segment, planning to deploy 20,000 Lucid Gravity vehicles over six years starting in the Bay Area next year, and a collaboration with NVIDIA to co-develop next-gen L4 autonomous driving technology.
Dec 10, 2025, 11:30 AM
Lucid Discusses Next-Gen Platform, Autonomy, and Financial Strategy
LCID
Product Launch
New Projects/Investments
Guidance Update
- Lucid's next-generation Mid-size platform will target a more accessible price point starting around $50,000 and is planned to begin production in Saudi Arabia towards the end of 2026.
- The company expects Q4 2025 to be a strong quarter with quarter-over-quarter growth, driven by the resilience of the premium segment and increasing market share for its Air and Gravity models.
- Lucid is pursuing a dual autonomy strategy, partnering with Uber and Nuro for B2B robotaxi services, with a contract for 20,000 cars over six years starting in San Francisco, and with NVIDIA for B2C level four autonomous driving.
- Lucid anticipates a dramatic reduction in cash usage after 2026 as CapEx for current plants is largely complete, shifting focus to maximizing cash extraction and improving working capital.
Dec 3, 2025, 8:30 PM
Lucid Discusses Mid-size Platform, Autonomous Driving Partnerships, and Financial Outlook
LCID
Product Launch
New Projects/Investments
Guidance Update
- Lucid's CFO, Taoufiq Boussaid, reported that the premium segment for their Air and Gravity vehicles is resilient, with 70% of US vehicles leased, and expects Q4 to show quarter-over-quarter growth.
- The company's upcoming Mid-size platform will target a $50,000 starting price and begin production in Saudi Arabia (KSA) towards the end of 2026.
- Lucid has secured a partnership with Uber and Nuro for 20,000 robotaxis over six years, initially deploying in San Francisco, and is also partnering with NVIDIA for B2C Level 4 autonomous driving.
- The Mid-size platform will integrate autonomy hardware as standard, and the company anticipates a dramatic reduction in cash usage as major capital expenditures conclude, with an Investor Day scheduled for H1 2026 to outline its future roadmap.
Dec 3, 2025, 8:30 PM
Quarterly earnings call transcripts for Lucid Group.
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